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Investing.com -- Investors should brace for a “stock picker’s market” ahead, according to Barclays (LON:BARC) strategists. The investment bank points out that sector return...
Investing.com -- Following Donald Trump’s victory in the US presidential election last week, Citi strategists have segmented "Trump trades" into four distinct sequences based on...
Investing.com -- Goldman Sachs expects US outperformance to continue in 2025, bolstered by the policies expected under the newly elected Trump administration. In a note released...
It’s smooth sailing through the end of the year, right? That might be the hope of many investors following a drama-filled election season and uncertainty around Fed rate hikes....
S&P 500's post-election rally faces resistance as overbought conditions mount. PPI data and Powell's speech could be pivotal in shaping market direction today. Watch key...
In our previous update from late October, we found for the S&P 500 (SPX) using the Elliott Wave Principle (EWP) that: “if the index holds above the early October low [of...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1162 | 1036 | 1291 | 1265 | 1671 | 2524 |
Fund Return | 16.17% | 3.56% | 29.07% | 8.16% | 10.82% | 9.7% |
Place in category | 428 | 342 | 668 | 394 | 485 | 197 |
% in Category | 35 | 29 | 60 | 39 | 47 | 30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 153.16B | 22.40 | 4.47 | 13.21 | ||
American Funds American Balanced A | 110.72B | 13.30 | 5.24 | 8.16 | ||
American Funds Invmt Co of Amer A | 94.58B | 21.32 | 10.63 | 11.49 | ||
American Funds Washington Mutual A | 89.19B | 17.54 | 9.75 | 11.40 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 17.00 | 2.94 | 10.60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 68B | 15.98 | 8.60 | 11.25 | ||
Vanguard Equity-Income Adm | 53.42B | 15.14 | 8.73 | 10.28 | ||
Vanguard Windsor II Admiral | 49.3B | 14.13 | 7.13 | 10.64 | ||
Vanguard Value Index Adm | 38.02B | 17.31 | 9.16 | 10.42 | ||
American Funds American Mutual R6 | 32.42B | 16.48 | 8.51 | 10.03 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.82 | 415.99 | -2.55% | |
Apple | US0378331005 | 4.10 | 225.22 | -1.31% | |
AbbVie | US00287Y1091 | 3.63 | 165.69 | -2.32% | |
Rtx Corp | US75513E1010 | 3.49 | 118.00 | -0.25% | |
GE Aerospace | US3696043013 | 2.78 | 177.02 | -0.78% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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